Licensed Life Insurance Advisor; Remote

Overview of the role

Join us at Policy Me! We're modernizing insurance and we'd like your help. The Canadian insurance landscape has remained largely unchanged for decades and we are in the process of changing that. We're a remote-first, Toronto-based startup with big ambitions. Policy Me is seeking a motivated Licensed Life Insurance Advisor to join our team.

On a typical day, you’ll be educating our customers on their insurance needs by answering challenging questions, dealing with advanced customer cases, and guiding them through our different products. You will be on the front lines of Policy Me, managing all inbound leads through their policy applications, and ensuring they get the coverage they need (and feel good about the process) via phone, SMS and email.

This is an opportunity to be part of a dynamic and rapidly growing startup, with opportunity for upward mobility. You’ll never have to prospect. All leads are inbound, qualified, and supported by a top-performing marketing and growth team. You'll be involved in discussions across the organization on how to streamline operations, improve the customer experience and help build innovative insurance products.

Ride a wave of industry disruption, instead of fighting against it.

Customer Success Manager

• Help prospective clients navigate life, critical illness, and health & dental insurance options using Policy Me’s digital platform and your product knowledge
• Speak with customers to answer questions and guide them through the buying process
• Manage a high-volume pipeline of 300–350 leads each month
• Use Hub Spot to track conversations, follow-ups, and application stages
• Recommend the right coverage based on customer needs, using a clear and honest consultative approach
• Maintain high-quality service across phone, email, and SMS channels
• Address customer questions related to their needs, product details, or how the insurance process works
• Collaborate with teammates and team leads to help improve workflows and elevate the customer experience
• Ensure every prospective customer receives the same honest, helpful, and human service Policy Me is known for
• Other duties as required

• This role may fall under either the Sales or Retention team, depending on hiring priorities. Sales‑focused advisors will help convert inbound leads into new customers, while Retention‑aligned advisors will focus on renewals and supporting existing policyholders. Both tracks offer opportunities for impact and advancement.

• Strong written and verbal communication skills
• Open to obtaining licensing in Quebec if not already licensed there
• A licensed Life and Accident & Sickness insurance agent with a valid LLQP
• 1–4 years of experience in insurance or a related industry
• Experience managing a high‑volume pipeline with strong organizational skills
• A proven track record of exceeding sales targets in a consultative sales environment
• Ability to manage objections and explain complex concepts clearly
• A natural conversationalist who builds rapport easily and makes clients feel heard
• High empathy and discretion, especially when speaking about personal or financial topics
• Coachable and a strong desire to learn and improve
• A growth mindset with the ability to adapt to change and contribute to continuous improvement
• Ownership over your work and your pipeline
• Alignment with Policy Me’s values and commitment to putting the customer’s best interest first

This is a full‑time position (40 hours per week). As a standard procedure for audit compliance, this position is subject to credit checks, background checks, and reference checks.

• Generous PTO – 20 vacation days
• Access to stock options, and health benefits
• A remote‑first team with company‑paid, in‑person socials and the option to work from our Toronto‑based office
• Resources to help your professional development, including an L&D budget, performance reviews twice a year and ongoing feedback to ensure you reach your highest potential
• Work with an empathetic, high‑performing team in a flexible, results‑oriented environment

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